Peter
Hoffmann
Marcum Wealth, LLC
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About this Advisor
Peter Hoffmann is a financial advisor working in Philadelphia, Pennsylvania with 2 years of industry experience. Hoffmann is an advisor for Marcum Wealth, LLC. The advisor has gained experience at Commonwealth Financial Network, Fourfront Advisors, LLC and Marcum Wealth, LLC. Hoffmann has a Series 63 license, designating them as a securities agent, and is able to serve investors in New York, Ohio, Pennsylvania and Texas. Marcum Wealth, LLC is a company headquartered in Cleveland, OH. It has offices in 11 locations and a total of 34 people on staff. It controls $2 billion in assets under management across its 6,218 accounts, placing it among the largest firms in the nation by assets under management. Of its 6,218 client accounts, 22% are held by high-net-worth investors who have at least $1 million in investable assets. Marcum Wealth, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically depend on the type of financial services provided. However, fee types charged by Marcum Wealth, LLC likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,250,828,187
34
6,218
$361,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Peter Hoffmann Work History
Peter has been registered as a financial advisor for 2 years.*
Marcum Wealth, LLC
Fourfront Advisors, LLC
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Hoffmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marcum Wealth, LLC
Cleveland, OH
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Bloomfield, NJ
Akron, OH
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Melville, NY
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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